OT: Stock and Investment Thread
- Thread starter RU05
- Start date
Saw that. Nothing to do with bitcoin or ethereum. Trying a new crypto to phish. Stick to the names just like in any other industry.
Try to stay on topic.
But no. Not like robotaxi. Your anti-Tesla bias is clouding your thinking. Do you really think we'll see QS produce high energy density cells, at scale, for less than $100/Kwh before the first robotaxi? I would gladly take that wager.
You have to find a brokerage that will lend margin on OTC stocks and see if they'll let you borrow the margined shares. I don't personally know of any firms that do, but that doesn't stop these modern digital boilerrooms from doing it.
UVXY and VXX amongst others are trades only for people that know what they are doing. I would only purchase options and monitor them closely. If done correctly these trades can be very profitable.
I’m sure you would. One robotaxi can be rolled out now but can scale is the question. I mean didn’t Uber and Lyft already tested robotaxi in certain markets already?
I will take the bet is you modify it to QS produce high energy density cells, at scale, before large scale rollout of robotaxi? $100?
Good thing we have such a strong extradition treaty with North Korea
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Early notes.
CW on TSLA: Autonomous is AI. AI needs data. TSLA has 30billion miles of data. Runner up Google has 30 million.
Current price target Models for TSLA do not include ride sharing.
CW on TSLA: Autonomous is AI. AI needs data. TSLA has 30billion miles of data. Runner up Google has 30 million.
Current price target Models for TSLA do not include ride sharing.
I’ll summarize. It’s a big position I hold (TSLA) and is going down. Let me pump it up.
+1
His schtick is getting old. Bought more ARKK, HAIL, SOXX, and XSD this morning. Buy on the dip!
Added significantly to PLTR because they are investing aggressively not to capitalize on the exponential changes that are taking place.
If you are short term in your focus you probably don't want to invest in a company like PLTR.
Believes more company will think this way, and less trying to acheive profits/dividends in the short term,
If you are short term in your focus you probably don't want to invest in a company like PLTR.
Believes more company will think this way, and less trying to acheive profits/dividends in the short term,
+1
Love the long-term focus. You make money short-term, but you build wealth long-term. Buy and hold young man! Time is on your side.
CW and ARK have a lot of conviction with their strategy and holdings. They significantly buy on any dip.
Though she doesn't like the opacity of SPAC's, she does like that it allows investors to get in on innovative companies earlier. Mentioned SKLZ and BFLY, neither of which have really taken off yet.
Also mentioned draftkings.
Edit:Looks like BFLY jumped on the mention, while SKLZ is going the other way.
Also mentioned draftkings.
Edit:Looks like BFLY jumped on the mention, while SKLZ is going the other way.
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Not new per se, but the focus on AI, and their lead there, as per the bull case. The fact that most models don't include it, maybe not new, but not often talked about.
I think AI is the biggest takeaway from the whole interview.
SEC commissioner/blockchain connection very interesting as well
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That was a completely disingenuous interview with a fund manager holding Tesla as 10% of her portfolio. Forget the EV competition and the fact that Tesla has steadily declined recently. Instead, let’s talk about “data”. This is why I cheer for the WSB crowd. Did CNBC think CW was going to come on and say that Tesla would be in an EV dog-fight for the next decade? Gimme a break.
SPAC's are a great way for doing venture type investments but still giving the investor liquidity.
I'm not buying this take. If she was truly worried that TSLA is way too far out ahead of itself she could just sell it.
+1
They believe in the long-term value of TSLA. They will keep buying on any dips. If this changes, they will sell. Pretty simple stuff.
What about cost/kw? And need a specific energy density in Wh/kg. Forget it, you've lost enough money on Tesla, and I quickly get bored when we interact. Robotaxis are already on the road. Every Tesla owner w/ FSD is a potential robotaxi. Just need to activate the software and add vehicle to the ride sharing network. You're very critical of something you have very little understanding of. So, it's a bet you'll lose on Tesla....again.
It’s not easy for a fund manager to sell out of such a massive position. There are a ton of implications. You and I can sell and nobody gives a crap. But, it’s 10% of her ARKK portfolio. And, now that she’s in the spotlight, even trimming her Tesla position a little would lead to a further decline in the stock and hurt her performance. Her only play was to come on CNBC and pump it.
And they believe in TSLA, because as she made perfectly clear, she believes in AI. In TSLA's case it's about Autonomous. Autonomous needs AI. AI requies data. TSLA has 1000x's as much data as the nearest competitor.
She is a victim of her own success. Her ETF assets is now over $60 billion. It’s a lot more difficult to be a stock picker at that size.
Yeah, I haven’t done the math but her Tesla position is probably close to $3B. Tesla is down 5% this month and was down 2% today, but immediately ticked higher after CW’s comments. If anyone doesn’t think this interview was orchestrated solely for the purpose of shaking a slumping Tesla then people on this board don’t understand what really goes on behind the scenes of Wall Street. This is how Wall Street pulls off its version of GME/WSB right in plain sight.
what do you think the market would do if she sold a material portion of her TSLA position, and what would that mean for her residual position?